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Johnathon Walter Perog

Bull Harbor Capital LLC

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About Johnathon Walter Perog

Johnathon Walter Perog is a registered Investment Advisor Representative with Bull Harbor Capital LLC. Johnathon is located in Delanson, New York and is also registered in Arizona, Maryland and Massachusetts. Johnathon has been in the industry since 2015. Johnathon has passed the Series 7TO, Series 66 and SIE exams. Previously Johnathon was registered with Park Avenue Securities, LLC in Latham, New York. Johnathon provides financial planning services to individuals, businesses and high net worth individuals. Johnathon's firm, Bull Harbor Capital LLC, offers advisory services in financial planning, pension consulting and portfolio management for both businesses and individuals.

Firm Information

Johnathon Perog is currently registered with Bull Harbor Capital LLC. Bull Harbor Capital LLC is an investment advisor registered with the SEC and located in Bethesda, Maryland. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. They manage approximately $173,912,114 in regulatory assets under management. Their services are focused on providing customized investment solutions tailored to meet the specific needs of their clients.
Bull Harbor Capital LLC

7101 WISCONSIN AVENUE, SUITE 1202

BETHESDA, MD 20814

$173.91M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Johnathon Perog’s Registration & Firm History

NY

09/20/2023 - Present

Bull Harbor Capital LLC (Delanson NY)

NY

10/07/2021 - 09/19/2023

PARK AVENUE SECURITIES LLC (LATHAM NY)

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Licenses & Designations

BOTH

Issued 01/20/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Johnathon Walter Perog.
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